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Bank of New York Mellon

1,119 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 434 increasing their positions, 364 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
17.91%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.19%
New
118
Increased
434
Reduced
364
Closed
87
Calls
$171M
Puts
$228M
Net Calls
-$57.1M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
1001
Mendota Financial Group
Wisconsin
$39.3K -$9.93K -200 -20%
PK
1002
Pflug Koory
Nebraska
$38.6K -$11.1K -245 -22%
CYG
1003
Clean Yield Group
Vermont
$37.9K
HBW
1004
Hazlett, Burt & Watson
West Virginia
$37K -$2.75K -59 -7%
SSB
1005
Sandy Spring Bank
Maryland
$36.4K +$91 +2 +0.3%
PMFA
1006
Plante Moran Financial Advisors
Michigan
$36.4K
SS
1007
Sunbelt Securities
Texas
$35.8K +$35.8K +798 New
MPWT
1008
MassMutual Private Wealth & Trust
Connecticut
$35.8K +$9.95K +219 +39%
BFPW
1009
BOK Financial Private Wealth
Colorado
$35.4K
SCM
1010
Silvant Capital Management
Georgia
$35.2K
BG
1011
Bollard Group
Massachusetts
$33K +$135 +3 +0.4%
CIA
1012
Cape Investment Advisory
Georgia
$32.7K +$32.7K +720 New
WPA
1013
West Paces Advisors
Georgia
$32.1K
HFM
1014
Harvest Fund Management
China
$31K
HWA
1015
HHM Wealth Advisors
Tennessee
$30.4K
BSWA
1016
Bromfield Sneider Wealth Advisors
Massachusetts
$30.3K
MFA
1017
McClarren Financial Advisors
Pennsylvania
$28K +$44 +1 +0.2%
AssetMark Inc
1018
AssetMark Inc
California
$26.7K -$636 -14 -2%
WT
1019
Washington Trust
Rhode Island
$24.9K
FWA
1020
FSC Wealth Advisors
New York
$24.7K
BWA
1021
BDO Wealth Advisors
Florida
$24.2K
BBHC
1022
Brown Brothers Harriman & Co
New York
$22.9K -$81K -1,782 -78%
MSFP
1023
Mark Sheptoff Financial Planning
Connecticut
$22.7K
SN
1024
Sittner & Nelson
Oregon
$22.7K
ZB
1025
Zions Bancorporation
Utah
$22.7K -$6.59K -145 -23%